ARX Series 8 April 2024
「金融網紅興起為投資者帶來的機遇與風險」投資者教育網上講座
是次網上講座將從多個角度探討金融網紅市場，讓投資者了解最新動態，並在參考金融網紅意見時需考慮的相關因素。
Overview
近年，金融網紅（Finfluencers）在年輕投資者間備受矚目。最近，CFA協會發布了《金融網紅的吸引力：社交媒體時代的投資》報告，揭示Z世代投資者認為尋求專業諮詢成本高昂，傾向尋求金融網紅的指導。而投資者及理財教育委員會（投委會）的2023年度《零售投資者研究》報告亦顯示出，在那些從社交媒體中獲取投資相關資訊的股票投資者中，大約三分之一（32%）有時或經常追蹤從社交媒體獲得的投資提示來進行投資。
對於虛擬資產、交易平台、金融網紅等新時代的產品類別而言，這種模式轉變提供了一個極具吸引力的商機。社交媒體能夠提高金融資訊的傳遞效率，促進普惠金融，減少企業與個人之間資訊不對等的現象，而Z世代的投資習慣更凸顯了這一點。然而，普羅大眾在金融和廣告認知水平上存在差異，這可能阻礙投資者評估資訊客觀性的能力。金融網紅現象也為監管機構帶來了新的挑戰。
今日的講座由CFA協會和香港特許金融分析師學會聯合舉辦，是今年香港理財月2024其中一個重點活動。我們請到一眾專家探討關於金融網紅興起的一些觀察和趨勢，讓大家可以認清有關的機會和風險。他們分別是：
- 協會資本市場政策部研究主任，陳嘉藍 (Phoebe)
- 中原資產管理聯席投資總監，洪龍荃 (Larry) CFA
- 富途證券董事總經理，謝志堅 (Daniel)
- 主持人：倪智承（Wisely）CFA，香港特許金融分析師學會執行董事
Publisher
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow.
CFA Society Hong Kong (formerly known as The Hong Kong Society of Financial Analysts) is a non-profit organisation founded in 1992 by a group of CFA charterholders in Hong Kong. The Society currently has over 6,700 members and is one of the largest member societies of CFA Institute which has more than 146,000 members in 160 countries/territories. The Society is mostly run by member volunteers with the support of a team of professional staff. CFA Society Hong Kong shares the mission of CFA Institute in raising professional and ethical standard of financial analysts and investment practitioners through our continuing education events and advocacy effort. In addition to promoting the CFA designation in Hong Kong, the Society aims to provide a forum for our members, CFA Institute, other investment practitioners and regulators.
The Investor and Financial Education Council (IFEC) is an independent public organisation and a subsidiary of the Securities and Futures Commission (SFC), dedicated to improving financial literacy in the Hong Kong Special Administrative Region (HKSAR). The IFEC is supported by the four financial regulators and the Education Bureau.
The organisation is tasked with the role to provide investor and financial education to the Hong Kong public. Following the HKSAR Government's public consultation in February 2010 and the subsequent amendment of the Securities and Futures Ordinance in May 2012, the Investor Education Centre, now known as the IFEC, was established in November 2012.